AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,978
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$91.3M
3
+$27.8M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
RBA icon
RB Global
RBA
+$13.8M

Top Sells

1
+$68.6M
2
+$27.9M
3
+$27.5M
4
HLIT icon
Harmonic Inc
HLIT
+$25.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M

Sector Composition

1 Industrials 16.88%
2 Technology 11.74%
3 Consumer Discretionary 11.23%
4 Financials 8.55%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$543K 0.01%
104,920
+61,708
477
$542K 0.01%
3,264
+197
478
$541K 0.01%
5,380
+2
479
$541K 0.01%
2,683
-26
480
$540K 0.01%
15,923
+9,273
481
$536K 0.01%
111,022
+407
482
$536K 0.01%
7,913
-1,215
483
$530K 0.01%
8,538
+3,930
484
$527K 0.01%
10,926
-1,047
485
$524K 0.01%
+11,003
486
$522K 0.01%
10,545
487
$518K 0.01%
11,862
+156
488
$518K 0.01%
19,343
489
$518K 0.01%
4,247
-27
490
$515K 0.01%
6,989
491
$507K 0.01%
8,188
+6,671
492
$505K 0.01%
10,025
493
$505K 0.01%
7,174
+6,681
494
$503K 0.01%
3,955
-536
495
$501K 0.01%
4,182
496
$497K 0.01%
1,059
-134
497
$497K 0.01%
2,002
498
$495K 0.01%
13,117
-782
499
$495K 0.01%
12,928
+75
500
$491K 0.01%
5,145
18 19
20
21 22